+294.0%
PCAR vs SUI
+115.7%
+178.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -1.0% | -2.0% |
| 7D | +0.1% | +6.2% | -6.1% | -1.6% |
| 30D | -4.6% | +8.6% | -13.2% | -6.8% |
| 3M | -22.6% | +1.0% | -23.6% | -22.9% |
| 6M | -12.0% | -2.6% | -9.4% | -11.7% |
| YTD | -6.1% | -0.1% | -6.0% | -6.6% |
| 1Y | +6.3% | +0.5% | +5.9% | +5.6% |
| 3Y | +31.8% | +15.3% | +16.5% | +24.3% |
| 5Y | +104.2% | -26.1% | +130.3% | +115.5% |
| All | +294.0% | +115.7% | +178.2% | +271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling